Jefferies Financial Group Inc.
JEF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000096223
In the last 90 days, Jefferies Financial Group Inc. insiders filed 1 open-market purchase and 0 sales; 590 institutions reported holding it in 13F filings for Q2 2026, worth $6.83B in total; superinvestors Berkshire Hathaway and Chou Associates hold it.
13F holders, Q3 2022
Institutional positions in Jefferies Financial Group Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 423
- −1 vs. Q2 2022
- Shares held
- 152.9M
- −4.43M (−2.8%) vs. Q2 2022
- Total value
- $4.51B
- +$163.2M (+3.8%) vs. Q2 2022
- New holders
- 48
- 117 more added
- Sold out
- 49
- 173 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JEF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 590 | $6.83B |
| Q1 2026 | 561 | $5.89B |
| Q4 2025 | 597 | $9.16B |
| Q3 2025 | 570 | $9.44B |
| Q2 2025 | 557 | $7.89B |
| Q1 2025 | 564 | $7.64B |
| Q4 2024 | 584 | $12.0B |
| Q3 2024 | 534 | $8.94B |
| Q2 2024 | 493 | $6.76B |
| Q1 2024 | 480 | $5.74B |
| Q4 2023 | 475 | $5.22B |
| Q3 2023 | 439 | $4.80B |
| Q2 2023 | 429 | $4.50B |
| Q1 2023 | 464 | $4.69B |
| Q4 2022 | 471 | $5.20B |
| Q3 2022 | 423 | $4.51B |
| Q2 2022 | 428 | $4.35B |
| Q1 2022 | 473 | $5.46B |
| Q4 2021 | 505 | $6.48B |
| Q3 2021 | 474 | $6.34B |
| Q2 2021 | 433 | $5.85B |
| Q1 2021 | 451 | $5.16B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Jefferies Financial Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 7,385 | $218.0K | 0.01% | −24,482−76.8% | Reduced |
| Burney Co | 7,403 | $218.0K | 0.01% | −12,725−63.2% | Reduced |
| Boston Trust Walden Corp | 7,500 | $221.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7,555 | $222.0K | 0.00% | −123−1.6% | Reduced |
| Bailard, Inc. | 7,700 | $227.0K | 0.01% | −3,000−28.0% | Reduced |
| Forum Financial Management, LP | 7,698 | $227.0K | 0.01% | −130−1.7% | Reduced |
| Crewe Advisors LLC | 8,019 | $237.0K | 0.04% | +473+6.3% | Added |
| Diversified Trust Co | 8,077 | $238.0K | 0.01% | +8,077 | New |
| SMH Capital Advisors Inc | 8,177 | $241.0K | 0.36% | −5−0.1% | Reduced |
| MQS Management LLC | 8,225 | $243.0K | 0.16% | +8,225 | New |
| Mariner, LLC | 8,543 | $252.0K | 0.00% | −9,067−51.5% | Reduced |
| Am Investment Strategies LLC | 8,540 | $252.0K | 0.09% | +21+0.2% | Added |
| Tower Research Capital LLC (TRC) | 8,572 | $253.0K | 0.00% | −17,874−67.6% | Reduced |
| Meeder Asset Management Inc | 8,703 | $257.0K | 0.01% | +3,885+80.6% | Added |
| Wade G W & Inc | 8,840 | $261.0K | 0.01% | +507+6.1% | Added |
| Wellington Management Group LLP | 9,007 | $266.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,059 | $267.0K | 0.01% | −732−7.5% | Reduced |
| Ancora Advisors, LLC | 9,100 | $268.0K | 0.01% | +650+7.7% | Added |
| Ethic Inc. | 9,161 | $270.0K | 0.02% | +896+10.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,528 | $281.0K | 0.00% | +9,528 | New |
| Stratos Wealth Partners, LTD. | 9,812 | $289.0K | 0.01% | +9,812 | New |
| Avantax Advisory Services, Inc. | 9,976 | $294.0K | 0.00% | −256−2.5% | Reduced |
| Shelton Capital Management | 10,069 | $297.0K | 0.01% | −405−3.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,143 | $299.0K | 0.01% | +6+0.1% | Added |
| JustInvest LLC | 10,171 | $300.0K | 0.01% | +137+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 10,255 | $302.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,378 | $305.0K | 0.00% | +10,378 | New |
| CIBC Asset Management Inc | 10,739 | $317.0K | 0.00% | +24+0.2% | Added |
| National Asset Management, Inc. | 10,860 | $321.0K | 0.01% | −928−7.9% | Reduced |
| Franklin Resources Inc | 10,965 | $323.0K | 0.00% | −36,238−76.8% | Reduced |
| Connable Office Inc | 11,200 | $330.0K | 0.05% | 00.0% | Unchanged |
| Bamco Inc | 11,200 | $330.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11,180 | $330.0K | 0.32% | +11,180 | New |
| Creative Planning | 11,320 | $334.0K | 0.00% | +3,858+51.7% | Added |
| HMS Capital Management, LLC | 11,773 | $347.0K | 0.21% | +707+6.4% | Added |
| Jefferies Group LLC | 12,173 | $359.1K | 0.01% | +12,173 | New |
| Teza Capital Management LLC | 12,440 | $367.0K | 0.08% | +12,440 | New |
| SG Americas Securities, LLC | 12,521 | $369.0K | 0.01% | −32,242−72.0% | Reduced |
| Wedbush Securities Inc | 12,728 | $375.0K | 0.02% | −353−2.7% | Reduced |
| Pictet Asset Management SA | 12,714 | $375.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,804 | $378.0K | 0.01% | +3,650+39.9% | Added |
| Davenport & Co LLC | 12,860 | $379.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 12,885 | $380.0K | 0.02% | +7,412+135.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,970 | $383.0K | 0.00% | −892−6.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,968 | $383.0K | 0.02% | +101+0.8% | Added |
| Assetmark, Inc | 13,196 | $389.0K | 0.00% | −953,106−98.6% | Reduced |
| Walleye Trading LLC | 13,270 | $391.0K | 0.01% | −11,464−46.3% | Reduced |
| Roberts Capital Advisors, LLC | 13,500 | $398.0K | 0.58% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 13,760 | $406.0K | 0.01% | +1,888+15.9% | Added |
| Huber Capital Management LLC | 14,100 | $416.0K | 0.12% | 00.0% | Unchanged |
| CPWM, LLC | 14,111 | $416.0K | 0.04% | +31+0.2% | Added |
| Winton Group Ltd | 14,159 | $418.0K | 0.03% | −8,795−38.3% | Reduced |
| Quadrature Capital Ltd | 14,297 | $421.0K | 0.01% | +2,730+23.6% | Added |
| King Luther Capital Management Corp | 14,908 | $440.0K | 0.00% | −485−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 15,000 | $443.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 15,040 | $444.0K | 0.00% | 00.0% | Unchanged |
| KWMG, LLC | 15,135 | $446.0K | 0.07% | +375+2.5% | Added |
| Citadel Investment Advisory, Inc. | 15,585 | $460.0K | 0.35% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,616 | $461.0K | 0.06% | −1,803−10.4% | Reduced |
| Western Wealth Management, LLC | 14,112 | $480.0K | 0.03% | +638+4.7% | Added |
| NorthCrest Asset Manangement, LLC | 16,300 | $481.0K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 15,000 | $481.0K | 0.13% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,981 | $501.0K | 0.01% | −486−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,122 | $505.0K | 0.03% | −434−2.5% | Reduced |
| Boenning & Scattergood, Inc. | 17,166 | $506.0K | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,375 | $513.0K | 0.00% | +3,774+27.7% | Added |
| Redmont Wealth Advisors LLC | 17,464 | $515.0K | 0.67% | +9,000+106.3% | Added |
| Crossmark Global Holdings, Inc. | 17,998 | $531.0K | 0.01% | −180−1.0% | Reduced |
| Shell Asset Management Co | 18,265 | $539.0K | 0.02% | −4,790−20.8% | Reduced |
| Evercore Wealth Management, LLC | 18,513 | $546.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 18,857 | $556.0K | 0.11% | +10,681+130.6% | Added |
| Bank of Montreal | 18,967 | $569.0K | 0.00% | −421−2.2% | Reduced |
| PEAK6 Investments LLC | 19,357 | $571.0K | 0.02% | −1,797−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 19,619 | $579.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 19,776 | $583.0K | 0.06% | +10,816+120.7% | Added |
| Gotham Asset Management, LLC | 19,989 | $590.0K | 0.02% | −45−0.2% | Reduced |
| National Bank of Canada | 20,585 | $606.0K | 0.00% | −71,300−77.6% | Reduced |
| United Services Automobile Association | 20,697 | $610.0K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 21,530 | $635.0K | 0.05% | −2,850−11.7% | Reduced |
| Johnson Financial Group, Inc. | 18,526 | $637.0K | 0.06% | −4,244−18.6% | Reduced |
| Advisor Partners II, LLC | 21,583 | $637.0K | 0.05% | +21,583 | New |
| Handelsbanken Fonder AB | 21,903 | $646.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 21,907 | $646.0K | 0.25% | +21,907 | New |
| Xponance, Inc. | 22,319 | $658.0K | 0.01% | −890−3.8% | Reduced |
| Aj Wealth Strategies, LLC | 22,515 | $664.0K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,636 | $667.0K | 0.00% | −1,460−6.1% | Reduced |
| Cubic Asset Management, LLC | 23,590 | $696.0K | 0.21% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30,271 | $698.0K | 0.02% | +199+0.7% | Added |
| Gsa Capital Partners LLP | 24,452 | $721.0K | 0.10% | +24,452 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,703 | $729.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,743 | $730.0K | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 25,816 | $761.0K | 0.01% | −1,770−6.4% | Reduced |
| First Republic Investment Management, Inc. | 26,026 | $768.0K | 0.00% | +24+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,857 | $792.0K | 0.02% | −5,215−16.3% | Reduced |
| US Bancorp | 27,053 | $798.0K | 0.00% | +1,613+6.3% | Added |
| Radnor Capital Management, LLC | 27,575 | $813.0K | 0.24% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,796 | $820.0K | 0.24% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 28,000 | $826.0K | 0.20% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 28,092 | $829.0K | 0.00% | +3,934+16.3% | Added |
| LPL Financial LLC | 28,722 | $847.0K | 0.00% | +1,761+6.5% | Added |